Sales Account Executive

Gelt is redefining tax optimization and financial wellness for high-income individuals and businesses. As a Sales Account Executive, you'll drive revenue growth by identifying and closing new business opportunities while collaborating with cross-functional teams to enhance client experiences.

Responsibilities:

• Prospect, qualify, and close new client opportunities through inbound leads and targeted outbound efforts
• Own the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and close
• Consult with prospects to understand their financial and tax goals, articulating how Gelt’s services and solutions can help achieve them
• Maintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygiene
• Collaborate cross-functionally with the advisory tax team, Customer Success, and Marketing team to align on client needs and optimize the handoff process
• Meet or exceed monthly and quarterly sales targets and KPIs
• Stay up-to-date on industry trends, client personas, and Gelt’s evolving service offerings to deliver high-impact, value-driven conversations
• Champion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial service

Requirements:

• CPA a must
• 2-5 years of full-cycle sales experience, ideally at a financial services, fintech, professional services, or SaaS company
• Proven track record of consistently meeting or exceeding quotas
• Strong consultative selling skills with the ability to uncover pain points, articulate value, and tailor solutions to complex client needs
• Exceptional communication skills: clear, persuasive, and empathetic across verbal and written formats
• Organized, self-motivated, and comfortable operating in a fast-paced, growth-stage environment
• Experience working with CRM systems (e.g., HubSpot, Salesforce) and sales enablement tools
• Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail
• Financial services experience or familiarity with tax, accounting, or wealth management is a strong plus